Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERSHEY FINANCIAL ADVISERS LLC | 08-19-2024 | 06-30-2024 | 157 | 111,441,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | EXTENDED DUR | 51 | $288,942 | 3,936 | 0.00 | 3,936 | +Inf | 06-30-2024 | |
| CHEVRON CORP NEW | COM | 52 | $265,914 | 1,700 | 0.00 | 1,700 | +Inf | 06-30-2024 | |
| PACER FDS TR | US CASH COWS 100 | 53 | $211,040 | 3,873 | 0.00 | 3,873 | +Inf | 06-30-2024 | |
| ISHARES TR | CORE INTL AGGR | 54 | $206,319 | 4,133 | 0.00 | 4,133 | +Inf | 06-30-2024 |
